The iPad is GREAT. I love it, it's a big hit and million are selling.
Steve dreams of taking over all computing with the device.. Pundits tell us that it's a "game changer" and "new category".. not quite.
It's either a large phone, or a small laptop.. We've been trying for tablets for 20 years and the touch screen are finally good enough, the processers fast enough and let's give Apple credit.. them made a good leap forward with the iPad.
But a year from now, will they have 90% market share? Will we stop buying laptops, desktops or phones?
This week, Verizon Wireless said on Nov. 11 it will start selling Samsung Electronics Co.'s Galaxy Tab—a 7-inch tablet that runs on Google Inc.'s Android software. Next year, BlackBerry maker Research In Motion Ltd. plans to release its 7-inch PlayBook.
On an Apple conference call this week, Mr. Jobs said 7-inch devices were too small to create great tablet applications. "Their manufacturers will learn the painful lesson that their tablets are too small and increase the size next year, thereby abandoning both customers and developers who jumped on the seven-inch bandwagon with an orphan product," said Mr. Jobs.
Many analysts seem to agree. "It's a false statement to say developers are not interested in the Android platform," said Jeff Orr, an analyst for ABI Research.
Morgan Stanley estimates that about 13 million Apple tablets will be sold this year, out of 15 million total tablet sales world-wide.
For 2011, Morgan Stanley estimates that Apple's number will rise to 30 million, while non-Apple tablets will skyrocket to 20 million.
Mike Willsey, the director of marketing for Verizon Wireless, said the iPad and Samsung tablet are both very good. "I think the consumers will tell us why they want one or the other," he said.
Read more at www.wallstreetjournal.com
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